CRM Demos

Sugar's open, flexible platform easily solves real business problems. From automating sales, marketing and customer support to creating a custom CRM application, we give you the tools that empower every customer-facing individual to create extraordinary customer relationships.

Watch our demo to learn how Investment Professionals can use SugarCRM to view information sourced from 3rd party applications, collaborate with clients, proactively target based on market and sector movements, and more!